Consultant name: Sammi Fairbrother

Job reference: JO-2303-255757-1

Date posted: 19/05/2023

JOB SUMMARY
Remote opportunity on the West Coast Working under general supervision, provides support to senior leaders and brokers by providing analysis, research, and perspective of client and market information that enables the business to think and approach clients strategically.
Plays an active role in all aspects of the client engagement process by gathering information, identifying issues, forming hypotheses, providing input during client discussions, designing, and conducting analyses, and creating materials for use with existing and prospective clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Supports the Local Market Area (LMA) and Line of Business Leadership with ad-hoc special projects that support managed brokerage functions and overall LMA strategic priorities. Such projects include broker revenue analysis, market share analysis, business activity stats, research on potential acquisition targets, research on recruiting, competition analysis, client touch program, relationship database and client care & development program.
Develops tools and drives efforts to better support business development functions and revenue driving activities. Such efforts include intensive relationship and/or company analysis, preparing company x-ray information, assisting with pitch presentation preparations, developing and researching business development target lists, industry/geography/building experience lists, and fielding company and relationship inquiries.
Conducts financial modeling and portfolio and asset valuation on target clients’ holdings or prospects to provide perspective and recommendations on business development strategies and solutions. Performs competitive analyses on business opportunities and client segments.
Performs other duties as assigned.
Sammi Fairbrother